Not Sure Your HubSpot Is Working as Well as It Should?

Get a free 30-minute HubSpot review with honest insights and practical next steps.

DELIVERY MODULE 1 to 2 weeks

Custom Properties & Data Structure Build

Build the custom properties and property groups defined in the approved data model, so every record in the CRM captures data in a consistent, organised structure.

Delivery module

AU$720

1 to 2 weeks

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has every custom property from the approved specification created on the scoped CRM objects, with the correct field types and dropdown options.
Properties sit in logical, named groups so the team can find the right field on any record.
Required fields and conditional rules apply on the records the specification covers.
Client holds a property dictionary listing each property, its internal name, type and purpose.

Not included

Designing the data model or writing the property specification
Custom objects
Associations and association labels
Calculation and rollup properties
Pipeline and stage configuration
Data import, migration or record cleanup
Workflows, forms and reports that use the new properties
Archiving or reorganising existing properties (see Data Structure & Properties Audit)
More than 25 properties or more than 3 objects

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before Specification Review
The approved property specification (property names, objects, field types and dropdown options), needed before Specification Review
Which properties must be required when a record is created, and any show or hide rules between dropdowns, needed before Required Fields and Conditional Logic

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

Let's Talk Let's Talk

SEND A MESSAGE

Got a question?
Ask away.

Got a question, an idea, or something in HubSpot that isn’t behaving? Send us a note and we’ll give you a straight answer even if the answer isn’t us.

A HubSpot Studio.

We diagnose, build, and run HubSpot for businesses that need it done properly.

Get In Touch Get In Touch

Diagnose

Launch

Improve

Apps

Resources

Company